Clients connect their banks and upload documents. Redbark sorts the rest.
Live balances and transactions
Connected accounts update themselves through open banking. Figures are current, not last month’s statement.
Requests that get answered
Ask for a document or an answer and the client sees it in their portal, not buried in an email thread.
Trusted by Australian businesses
Fewer documents to chase
A bank statement is out of date the day after it is issued. A connected account keeps itself current.
Open banking connections
Clients link their banks through open banking. You never handle their logins.
Document requests
Ask for payslips, statements or tax returns and see what is still outstanding.
Questions and checklists
Send questions and checklists and see each answer as it comes in.
Answers on the record
Everything a client sends is filed on their record, ready when you need it.
From invite to live data
Your client does their part in the portal. The data keeps flowing after that.
Send an invite from the client record. Your client signs in to their own portal.
They choose their banks and approve access through open banking.
Balances and transactions stay up to date on the client record.
Everything the portal handles
The portal is where clients do their part, so you spend less time chasing.
- Your branding
- Your firm’s name and look on every client’s portal.
- Document uploads
- Clients upload files straight to the request they answer.
- Live balances
- Balances refresh without waiting for a new statement.
- Transaction history
- Transactions from every connected account in one list.
- Outstanding items
- See what each client still needs to send.
- Private by client
- Each client sees only their own portal.
And many more Australian businesses
